Family Office & Private Wealth Management Forum West 2019

Napa Valley Marriott Hotel & Spa, Napa, CA
October 23, 2019 - October 25, 2019

9 days left


Come and join Opal Financial Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

To request our current agenda, participant list and sponsors


Current as of October 16, 2019

Keynote Speakers

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

 

Continuing from the tremendous success and reception from the Opal Family Office Summit in Newport and the Impact Investing & Emerging Managers Conference in NYC, Danny Hughes brings another stellar Professional Athletes panel to inspire and impact the Opal community.

 

Beyond the on-field and on-court heroics, both active and former Professional Athletes are expanding their talents into business ventures, not-for-profit, and philanthropy. They do this to make a difference, preserve and expand their wealth, and leave a legacy.

 

Hear first-hand the stories of transitioning beyond the game and learn about their passions, along with the opportunities and relationships they each look to identify and develop with Families, Foundations, Advisors and Innovators.

 

Wisdom will be shared about how best to engage and leverage the Professional Athlete and their untapped brand and “influence capital” to support new ventures, social impact initiatives and philanthropic endeavors.

Moderator

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence

Panelists

Antonio Davis, Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur

Sheryl Grant, CEO, Sheryl Grant Enterprises, LLC

Devean George, Former NBA, 3X NBA Champion Los Angeles Lakers, CEO, George Group North and Building Blocks

Brent Wright, Former Professional Basketball, 9-time European Champion, Founder, B Wright Leadership Academy

Keynote Speaker

Keynote Presentation

 

Human Centered Design in the Age of Artificial Intelligence and Commercial Space

Presented by

Daniel S. Goldin, President, Cold Canyon AI, Former Administrator, NASA

Keynote Speaker

Keynote Presentation

 

A New Global Agenda: Priorities, Practices, & Pathways

Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST)

Speakers

Bill Angove, California State Manager & Senior Vice President, Asset Preservation, Inc. (API)

Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC

Steven Van Houten, Chief Operating Officer & Chief Financial Officer, Rancon Group

John Troughton, Vice President, Brokerage, Kennedy Wilson

Tracy Gallegos, Partner, Duane Morris LLP

Gordon Short, Managing Director, GBX Group LLC

Kamil Homsi, Founder/CEO, GRC Investments Group (Dubai) (SFO)

Ovie Mughelli, MBA, NFL Pro Bowler, EcoAthlete | OMFGreen.org

Ricky Novak, Co-Managing Partner, The Strategic Group of Companies

Craig Philips, President, Kineta, Inc.

Ronen Schwartzman, Chief Investment Officer, Cooper Family Office (SFO)

Stacey Boyd, Founder & CEO, Olivela

James Sowers, Executive Director, Sowers Family Investments (SFO) / Greater Good Society

John Krubski, Founding Director, Institute for Applied Decisional Sciences

Stephen Colavito, Jr., Managing Director Chief Market Strategist, Lakeview Capital Partners

Jill Creager, Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC

Masika Mughelli, Executive Director/ Program Development, OMFGreen.org

Caitlin Cameron, Chair and CEO, OtoNexus Medical Technologies Inc.

Skip Coomber, President, Coomber Family Estates (SFO), Dragon Trust Family

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Cian Desmond, AVP | Wilshire Alternatives Research, Wilshire Associates Incorporated

Joseph Ehrlich, President, Owens Group Insurance

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Thomas J. Haug, CEO, Managing Member, Aspen Tree Advisory

Christopher Henderson, Chief Investment Officer, Myrtlewood Capital (SFO)

Richard Hokenson, Founder, Hokenson Demographics

William Lappas, Managing Director, Woodbridge Capital Partners LLC (SFO)

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

Carol Pepper, CEO & Founder, Pepper International LLC (MFO)

Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO)

Elisabeth Préfontaine, Founder, Octonomics

Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO)

David Ranson, President, Directory of Research, HCWE & Co.

Paul Rabinovitch, Principal of Real Estate, New Island Capital (SFO)

Arthur Salzer, Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO)

Michael Ashley Schulman, CFA, Consultant, Managing Director, Partner, Senior Portfolio Manager, Hollencrest Capital Management (MFO)

Brian Sewell, Founder, Rockwell Capital Management (SFO)

Don Shannon, Director, StepStone Group

DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO)

Phillip Vitale, Chief Executive Officer, Evolytical LLC

Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO)

Chris Walters, Principal, Lighthouse Advisory

Meg Epstein, Founder + CEO, CA South

Bruce Mullen, President & CEO, Jusu Companies

Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management

Donald Plotsky, Co-Founder/Managing Member, Uinta Investment Partners, LLC

Patrick Briaud, Head of Impact Investing, Rockefeller Philanthropy Advisors, Inc.

Dory A. Wiley, President & CEO, Commerce Street Investments Management

Matthew Ricciardella, Managing Partner, Crystal View Capital

Douglas P. Harmon, Managing Director, Arden Credit Fund

Amy Brodsky, Founding Partner, Sky Partners, LLC

Mark Anderson, CEO, Pattern Computer

Nick Marrietti, Managing Director, Real Estate, Cresset Partners

Tal Schwartz, Founder & CEO, Actualize Capital

Pouya Taaghol, PhD, Chief Executive Officer & Founder, Big Data Federation, Inc.

Daisy Medici, Managing Director of Governance and Education, Genspring SunTrust Private Wealth (MFO)

Jonathan Miller, President & CEO, Parsonex Capital Partners, LLC

1star
Napa Valley Marriott Hotel & Spa
3425 Solano Avenue, Napa, CA, USA
707.253.8600

Rooms Rates
Single - Sold Out -
Double/Double - Sold Out -
Rates are subject to applicable state and local taxes (currently 15.24%) in effect at the time of check in.

Recommended alternative hotels are below:

Hilton Garden Inn Napa – Right next door
3585 Solano Ave., Napa, CA 94558

– – –

Embassy Suites by Hilton Napa Valley – 7 mins away
1075 California Blvd., Napa, CA 94559

– – –

Candlelight Inn Napa Valley – 7 mins away
1045 Easum Dr., Napa, CA 94558

Registration Pricing

Standard Rate
Fund Managers/Service Providers $2,895
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

Human Centered Design in the Age of Artificial Intelligence and Commercial Space

Presented by

Daniel S. Goldin, President, Cold Canyon AI, Former Administrator, NASA

A New Global Agenda: Priorities, Practices, & Pathways

Presented by

Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST)

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Antonio Davis, Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Sheryl Grant, CEO, Sheryl Grant Enterprises, LLC

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Devean George, Former NBA, 3X NBA Champion Los Angeles Lakers, CEO, George Group North and Building Blocks

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Brent Wright, Former Professional Basketball, 9-time European Champion, Founder, B Wright Leadership Academy

  • Academics Specializing in Family Businesses
  • Accountants
  • Alternative Lending Managers
  • Angel Investors
  • Asset Protection Specialists
  • Attorneys
  • Back Office Outsourcing Providers
  • Blockchain Specialist
  • Cannabis Managers
  • Consultants
  • Cryptocurrency managers
  • Donor Advised Funds
  • Emerging Managers
  • Endowments
  • Energy (oil, gas, cleantech) Managers
  • Equity Managers
  • ESG/SRI/ Impact Investment Managers
  • Estate Planners
  • Family Business Experts
  • Family Offices (Single and Multi)
  • Financial Planners
  • Fintech companies
  • Fixed income managers
  • Foundations
  • Fund of Funds
  • Hedge Funds
  • Insurance Companies
  • Long-Term Care Specialists
  • Luxury Companies — Private Jets, Automotive, Executive Car Service, etc.
  • Outsourced CIO/CFO
  • Philanthropy Specialists
  • Private Debt Managers
  • Private Equity
  • Real Asset Mangers
  • Real Estate Managers
  • RIAs
  • Risk Managers
  • Start-Up Companies
  • Succession and Generational Wealth Planners
  • Tax Efficient Portfolio Managers
  • Tax Planners
  • Trust Companies
  • Venture Capitalists

Manager vs. Investor Breakdown

    Investor Breakdown

      The Opal Family Office conference in NAPA was the place to be. It fostered productive idea and practice exchanges and was the scene of many earnest sharing sessions focusing on how to get it right. Good and useful relationships were forged that will be long lasting and helpful. James S. Rosebush

      Founder and CEO, The Wealth & Family Management Group

      Opal Family Office events are unparalleled and the second annual Family Office & Private Wealth Management Forum in Napa was no exception. I was honored to be among a prestigious and knowledgeable slate of speakers. The feedback I heard as an advisory board member throughout the conference reflected that quality and the depth of knowledge illustrated in every session. Networking at Opal events not only yields good business relationships, it fosters long-term professional friendships. Lisa Grey

      Managing Member, GrayMatter Strategies, LLC